Institutional Ownership Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV). We have compiled data on the 4,157 institutions that hold shares in the stock, with a total of 795 Million shares, which have been reported (via 13F filing form) to have a value of $537 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
720
shares
|
$486,223
0.06% of portfolio
|
Q1 2025
Reduced 35.71%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Jan 06, 2026 Q4 2025 |
720
shares
|
$486,223
0.27% of portfolio
|
Q4 2025
Added 3.9%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
719
shares
|
$485,547
0.17% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Oct 15, 2025 Q3 2025 |
719
shares
|
$485,547
0.43% of portfolio
|
Q2 2025
Added 74.09%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
718
shares
|
$484,872
0.01% of portfolio
|
Q3 2021
Added 17.85%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
717
shares
|
$484,197
0.12% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
717
shares
|
$484,197
0.11% of portfolio
|
Q1 2023
Reduced 51.85%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
716
shares
|
$483,521
0.11% of portfolio
|
Q4 2025
Reduced 5.67%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 10, 2025 Q3 2025 |
713
shares
|
$481,496
0.16% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 09, 2025 Q3 2025 |
713
shares
|
$481,496
0.18% of portfolio
|
Q3 2025
Added 30.11%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 05, 2026 Q4 2025 |
708
shares
|
$478,119
0.33% of portfolio
|
Q4 2025
Reduced 54.29%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Oct 24, 2025 Q3 2025 |
706
shares
|
$476,768
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
705
shares
|
$476,093
0.03% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 06, 2025 Q3 2025 |
705
shares
|
$476,093
0.25% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Oct 21, 2025 Q3 2025 |
705
shares
|
$476,093
0.22% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
703
shares
|
$474,742
0.07% of portfolio
|
Q4 2021
Reduced 74.14%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
703
shares
|
$474,742
0.2% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
701
shares
|
$473,392
0.08% of portfolio
|
Q3 2025
Reduced 77.27%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
699
shares
|
$472,041
0.2% of portfolio
|
Q2 2025
Reduced 14.13%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
694
shares
|
$468,665
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Delta Financial Advisors LLC
|
Oct 30, 2025 Q3 2025 |
694
shares
|
$468,665
0.13% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
693
shares
|
$467,989
0.06% of portfolio
|
Q2 2025
Reduced 36.31%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
693
shares
|
$467,989
0.24% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 12, 2026 Q4 2025 |
693
shares
|
$467,989
0.28% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 12, 2025 Q3 2025 |
690
shares
|
$465,963
0.03% of portfolio
|
Q1 2025
Reduced 30.44%
|
|